Selective Wealth Management, Inc.
Position in DIA — Spdr Dow Jones Industrial Average ETF Trust
CIK 1755670
FOREST, VA
Position in DIA
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$938,212
+$106,323 QoQ
Shares Held
1,796
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.30%
of 13F equity value
Holder Rank
#615
of 1,432 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DIA Over Time
Shares Held
Position Value (USD)
All Filings in DIA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $938,212 | 1,796 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $831,889 | 1,796 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,052,448 | 2,190 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,014,663 | 2,188 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $964,142 | 2,188 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $918,277 | 2,187 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $945,886 | 2,223 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $916,054 | 2,165 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $846,796 | 2,165 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $860,752 | 2,164 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $815,169 | 2,163 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $760,336 | 2,270 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $742,028 | 2,158 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $678,563 | 2,048 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $699,288 | 2,434 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $781,554 | 2,539 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $566,720 | 1,634 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $644,893 | 1,775 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $33,829 | 100 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||